Jobs and Careers
CA

Account Manager, SMB

Canopy
South Jordan, USAfull_timePosted 25 Jun 2026

About the role

<p><strong>Account Manager, SMB</strong></p> <p><strong>Canopy, South Jordan, UT</strong></p> <p>&nbsp;</p> <p><strong>About Us</strong></p> <p>Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, powerful software for accounting firms. We're on a mission to help accountants build an autonomous firm — giving them back the time and tools they need to focus on what matters most: their clients.</p> <p>We believe the accounting industry deserves world-class software, and we're building exactly that. Our Practice Management Suite is purpose-built for firms that want to work smarter, grow faster, and deliver more value to the people they serve. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.</p> <p>Click <a href="https://www.getcanopy.com/why-canopy">here</a> to see why our clients (and investors) love Canopy.</p> <p>Interested in learning more about Canopy &amp; the industry? Check out our blog <a href="https://www.getcanopy.com/blog">here</a> where you can find great information on our product features, industry news, practice management, and more!</p> <p>&nbsp;</p> <p><strong>The Opportunity</strong></p> <p>We are hiring an Account Manager to help ensure our self-serve customers are successful with Canopy while also playing a key role in retaining and growing accounts.&nbsp;</p> <p>In this role, you will support customers with subscription-related questions and proactively engage with customers who are considering downgrading or canceling their subscriptions. You will work to understand the root cause of customer concerns, educate customers on the value of Canopy’s platform, and identify solutions that help customers continue to succeed with our product.</p> <p>The Account Manager will collaborate closely with Account Management, Support, Finance, and Sales to resolve issues, improve customer outcomes, and help drive Net Revenue Retention (NRR) and Expansion across the customer base.</p> <p>This role requires strong communication skills, a problem-solving mindset, and the ability to navigate complex customer conversations with empathy and professionalism.</p> <p>This is a hybrid position in South Jordan, Utah (M, W, F in-office).</p> <p>&nbsp;</p> <p><strong>What You’ll Do</strong></p> <ul> <li>Deliver timely, personalized support to customers by leading customer calls, coordinating meetings, and providing follow-up via email as needed.</li> <li>Proactively identify upsell and expansion opportunities within existing accounts, recommending solutions that align with customer goals and increase accoun

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

Canopy

View company profile →